GDS Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

GDS Wealth Management’s Portfolio VTC Stock Details VTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.43M	Sell	18,609 -1,368	-7%	-$106K	0.09%	80
2025 Q4	$1.55M	Sell	19,977 -2,676	-12%	-$209K	0.1%	83
2025 Q3	$1.78M	Sell	22,653 -1,481	-6%	-$115K	0.12%	82
2025 Q2	$1.87M	Sell	24,134 -6,248	-21%	-$475K	0.14%	83
2025 Q1	$2.33M	Sell	30,382 -17,726	-37%	-$1.35M	0.2%	79
2024 Q4	$3.64M	Sell	48,108 -22,062	-31%	-$1.7M	0.33%	61
2024 Q3	$5.56M	Sell	70,170 -33,849	-33%	-$2.63M	0.54%	47
2024 Q2	$7.87M	Sell	104,019 -114,204	-52%	-$8.61M	0.86%	49
2024 Q1	$16.7M	Sell	218,223 -142,795	-40%	-$10.9M	1.96%	12
2023 Q4	$28M	Buy	361,018 +22,881	+7%	+$1.69M	3.77%	4
2023 Q3	$24.5M	Buy	338,137 +33,934	+11%	+$2.52M	3.85%	6
2023 Q2	$23M	Buy	304,203 +25,638	+9%	+$1.94M	3.74%	6
2023 Q1	$21.3M	Buy	278,565 +167,187	+150%	+$12.7M	3.77%	7
2022 Q4	$8.27M	Buy	+111,378	New	+$8.21M	1.58%	22

Other funds holding VTC

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NDSIB

North Dakota State Investment Board Bismarck, North Dakota $2.31B AUM

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GDS Wealth Management's VTC Position: Q1 2026 in Review

GDS Wealth Management reduced its Vanguard Total Corporate Bond ETF (VTC) stake by 6.8% in Q1 2026, selling an estimated $106K and leaving 18,609 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #80.

GDS Wealth Management first reported a position in VTC in Q4 2022 and has held it in 14 quarters since. The position peaked at $28M in Q4 2023. 139 funds tracked by Wall St. Rank hold VTC as of Q1 2026.

GDS Wealth Management held 18,609 shares of Vanguard Total Corporate Bond ETF worth $1.43M as of Q1 2026.
GDS Wealth Management sold 1,368 Vanguard Total Corporate Bond ETF shares in Q1 2026, an estimated $106K.
Vanguard Total Corporate Bond ETF made up 0.09% of GDS Wealth Management's portfolio in Q1 2026, its #80 holding.
GDS Wealth Management first reported a position in Vanguard Total Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
GDS Wealth Management's Vanguard Total Corporate Bond ETF position peaked at $28M in Q4 2023.
139 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.